+69.7%
VT vs ENTG
+36.1%
+33.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -12.7% | +8.6% | -1.8% |
| 7D | -4.2% | -22.0% | +17.9% | -0.1% |
| 30D | -5.8% | -25.2% | +19.4% | -1.4% |
| 3M | -5.2% | -14.2% | +9.0% | -3.7% |
| 6M | +0.1% | -16.3% | +16.4% | +0.4% |
| YTD | +8.2% | +48.5% | -40.3% | -4.6% |
| 1Y | +10.1% | +41.4% | -31.3% | -2.2% |
| All | +69.7% | +36.1% | +33.6% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ENTG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling